ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for Portfolio Performance

Dirac Portfolio Review: 3 July 2025

July 6, 2025 By hedgehunter 1 Comment

Over the past 18 months I have not had the time to decide how to manage the money that has been sitting in the Dirac Portfolio. This was to be a re-build portfolio project based on using an “Income” model, similar to the Hawking Portfolio, but designed to adopt a mean reversion rather than momentum […]

Filed Under: Dirac Portfolio, Asset Allocation, Options, Portfolio Management, Portfolio Performance, Relative Strength, Risk Management, Technical Indicators Tagged With: Asset Allocation, Dirac Portfolio, Options, Portfolio Management, Portfolio Performance, Relative Strength, Risk Management, Technical Indicators

Rutherford-Darwin Portfolio Review: 3 July 2025

July 4, 2025 By hedgehunter Leave a Comment

In another short week for trading, US Equities (SPX) continued their climb to new highs and closed the week ~2.2% higher than last week’s close:

Filed Under: Rutherford Portfolio, Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators

Rutherford-Darwin Portfolio Review: 27 June, 2025

June 29, 2025 By hedgehunter Leave a Comment

US Equities pushed higher this week, despite geopolitical uncertainties, and closed the week ~ 3.5% higher than last week’s close after testing the important 6100 level in the SPX (S&P 500 Index) and breaking out to new all-time highs:

Filed Under: Rutherford Portfolio, Asset Allocation, Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators

Rutherford-Darwin Portfolio Review: 20 June, 2025

June 22, 2025 By hedgehunter 2 Comments

It was a relatively quiet, short, trading week in the US equity markets with more consolidation below the ~6100 resistance level and the SPX closing down ~0.2% from last week’s Close:

Filed Under: Darwin Portfolio, Miscellaneous, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators

Rutherford-Darwin Portfolio Review: 13 June, 2025

June 18, 2025 By hedgehunter Leave a Comment

US equities attempted to test the all-time high at ~6100 but volume was not strong and there was not enough conviction to break through this important resistance level with trend and momentum indicators (MACD and RSI) sending mixed signals:

Filed Under: Rutherford Portfolio, Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators

Rutherford-Darwin Portfolio Review: 6 June, 2025

June 8, 2025 By hedgehunter 1 Comment

It was a predictable week in US equity markets with the SPX (S&P 500 Index) testing the psychologically important 6000 “round number” level:

Filed Under: Rutherford Portfolio, Darwin Portfolio, Options, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators

Rutherford-Darwin Portfolio Review: 30 May 2025

June 2, 2025 By hedgehunter 3 Comments

This week I will go through the first full review of the Rutherford-Darwin Portfolio since the introduction of my new Management Plan ~ two weeks ago. This period has been devoted to setting up the portfolio to the point where I can review all the strategies to be employed in the construction and management of […]

Filed Under: Rutherford Portfolio, Asset Allocation, Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio

Rutherford-Darwin Portfolio Review: 16 May 2025

May 18, 2025 By hedgehunter

It was a strong week in the US equity markets with the SPX (S&P 500 Index) closing the week a little over 5% higher than last week’s close:

Filed Under: Rutherford Portfolio, Darwin Portfolio, Options, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio

  • « Previous Page
  • 1
  • …
  • 10
  • 11
  • 12
  • 13
  • 14
  • …
  • 34
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Bohr Portfolio Update: 1 October 2026 October 1, 2026
  • Einstein Portfolio Review: 30 September 2026 September 30, 2026
  • Franklin Sector BPI Portfolio Update: 28 September 2026 September 28, 2026
  • Dirac 2026 Portfolio Review: 25 September 2026 September 28, 2026
  • Bethe Portfolio Review: 25 September 2026 September 25, 2026
  • McClintock Sector BPI Portfolio Update: 24 September 2026 September 24, 2026
  • Darwin Portfolio Review: 22 September, 2026 September 22, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Financial Repression: Part 1
  • Dual Momentum Investing by Gary Antonacci

General Investment News

Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Schrodinger Portfolio Review: 3 March 2025
  • Schrodinger Portfolio Update: 8 July 2026
  • Schrodinger Portfolio Update: 25 September 2025
  • Bullish Percent Indicators: 11 April 2025
  • Kepler Portfolio Review: 10 March 2023
  • Bullish Percent Indicators: 23 February 2024
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Where To Begin If You Have Never Managed a Portfolio*
  • Carson Portfolio Review: 15 January 2024
  • Gauss Sector BPI Portfolio Review: 3 August 2023
  • Huygens Portfolio Update: 30 June 2026

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.